1099 Pro
desktop.1099pro.com
What it is
1099 Pro Enterprise is Windows desktop software for filing information returns and related tax forms. It supports 1098, 1099, 3921, 3922, 5498, W-2G, and W-9/B-Notices, with manual entry or imports from XLS, XLSX, TAB, CSV, and pipe-delimited files. The page describes 5,000 records per entity, with additional capacity available through bump codes. For tax year 2026, federal IRIS e-filing goes through the Sovos Service Bureau, which converts records to XML and transmits them to the IRS using its TCC. The software can generate state-specific electronic files and paper PDFs for self-filing; CF/SF filing is included with federal e-file orders. It prints recipient copies and instructions on blank paper, while print-and-mail and eDelivery services cost extra. The included TIN Management Utility tracks W-9, W-9S, and first and second B-Notice requests. Configurable access restrictions and audit trails record user changes to forms. A functional demo prints sample data until activated with a purchased product code. The software requires Windows 11 or Windows Server 2016 or later. One-time plans cost $699 as a one-time purchase for a single user, $1,399, paid once for 2 to 5 users, or $2,199, paid once for unlimited users.
Spec sheet
- Purpose
- 1099 Pro Enterprise is a desktop solution for 1099, W-2, 1098, and 5498 filers.Read 3 Oct 2026 · desktop.1099pro.com
- Security
- Enterprise offers configurable user access restrictions and audit trails recording who changed a form and when.Read 3 Oct 2026 · desktop.1099pro.com
- Compliance
- The vendor says its hosting and data facilities passed an SSAE 18 SOC 1 Type II audit without exception.Read 3 Oct 2026 · desktop.1099pro.com
- Support
- The product page lists video tutorials, FAQs, LiveChat, email, and phone support; it gives standard support hours as Monday through Friday, 7am–5pm PST.Read 3 Oct 2026 · desktop.1099pro.com
- Headquarters
- Atlanta, Georgia, United StatesRead 28 Sep 2026 · desktop.1099pro.com
- Company and headquarters
- The site identifies the company as 1099 Pro LLC and lists its address as 1055 Howell Mill Road, Suite 750, Atlanta, GA 30318.Read 3 Oct 2026 · desktop.1099pro.com
- Demo
- A functional demo is available, but it prints sample data only until activated with a purchased product code.Read 3 Oct 2026 · desktop.1099pro.com
- Filing workflow
- For tax year 2026, federal IRIS e-filing is handled through the Sovos Service Bureau, which converts records to the required XML and transmits them to the IRS using its TCC.Read 3 Oct 2026 · desktop.1099pro.com
- Form types
- Enterprise supports 1098, 1099, 3921, 3922, 5498, W-2G, and W-9/B-Notices.Read 3 Oct 2026 · desktop.1099pro.com
- Import
- It imports XLS, XLSX, TAB, CSV, and pipe-delimited files, and supports manual entry.Read 3 Oct 2026 · desktop.1099pro.com
- Platform requirements
- Enterprise requires Windows 11 or Windows Server 2016 or later and supports 32-bit or 64-bit systems.Read 3 Oct 2026 · desktop.1099pro.com
- Print and mail
- The software prints recipient copies and instructions on blank paper, and Service Bureau print-and-mail and eDelivery services are available for additional fees.Read 3 Oct 2026 · desktop.1099pro.com
- Recipient and TIN tools
- The included TIN Management Utility can create and track W-9, W-9S, and first and second B-Notice requests.Read 3 Oct 2026 · desktop.1099pro.com
- Record capacity
- The page describes 5,000 records per entity, with additional records available via bump codes.Read 3 Oct 2026 · desktop.1099pro.com
- State filing
- Enterprise can generate state-specific electronic files and paper PDFs for self-filing directly to states, and CF/SF filing is included with federal e-file orders.Read 3 Oct 2026 · desktop.1099pro.com
Plans and prices
Strong points and limits
Strong points
- Supports multiple information-return form types
- Imports common spreadsheet and delimited formats
- Includes state filing files and paper PDFs
- Audit trails record who changed forms and when
Limits
- Requires Windows 11 or Windows Server 2016 or later
- Demo prints sample data until activated
- Print-and-mail and eDelivery cost extra
Who it suits
1099 Pro Enterprise suits organizations preparing supported tax forms that need federal e-filing and state filing outputs. Its single-user and multi-user plans are priced as one-time purchases.
Verdict
1099 Pro Enterprise specifies supported forms, import options, filing paths, and user-based one-time prices. Confirm its Windows requirements and account for extra charges for print-and-mail or eDelivery.
Where Specifiction places it
- W-2 Filing Software#6 of 328.2
- Tax Information Reporting Software#8 of 268.0